Adding a Date Column to a Power BI Grouped Table for Monthly Totals by Business Unit

[tazeo]

I have a (successful) query that Groups Rows by a business unit name, and sums a few columns to give totals those units. In a previous step I had already filtered my data to just be one month so I could check my totals against the manual report we use.

Now I have opened it up to all the dates, I just have the totals for all the dates.

How do I add a column to the grouped table for the date (consolidated to year and month)?

 

[tazeo]

From Bing AI:
To group by two columns in Power Query, you can use the Group By feature. Here’s how you can do it:

1. Select the columns you want to group by.
2. Go to the Home tab and click on the Group By button in the Transform Data section.
3. In the Group By dialog box, select the columns you want to group by and click OK.
4. In the new column that is created, you can see the grouped data.

You can also use Power Query M formula language to group by two columns. Here’s an example:

= Table.Group(#"Previous Step", {"Column1", "Column2"}, {{"Sum", each List.Sum([Column3]), type number}})

This formula groups data by Column1 and Column2 and calculates the sum of Column3 for each group.

I hope this helps! Let me know if you have any other questions.